Sales Module

The Sales module includes transactions that help you manage all aspects of sales operations.

Main Features of the Sales Module

  • Customers: Maintain customer records to track their information and credit balances.
  • Sales Quotations: Create and manage sales quotations for potential customers.
  • Sales Invoices: Generate invoices for customers based on sales transactions.
  • Sales Receipts: Record and manage payments from customers.
  • Credit Notes: Create and manage credit notes to issue refunds on invoices or general credits to customer accounts.
  • Sales Pricing Policies: Define and manage pricing policies for products based on customer groups or sales channels.

Interactions with Other Modules

This module interacts with the following core modules:

  • Products & Inventory: via product definitions and inventory transactions.
  • Accounting: via chart of accounts and refund receipts.
  • Organization settings: to determine form defaults for the module, receipt payment methods, transaction locks, custom fields, custom templates, and other general settings.